User manual
Contents
1. i cO Customer code Subscript val Object Object Message for customer 1 ne Modify Message Use COMPANY et PERIOD to add the company name and corresponding period Note You can use 2 variables to personalize the content of the mail third party name and current period Page 11 sur 15 Non civils periods As previously mentioned the module subscription contract use civil calendar to create the periods This choice allows you to manage the most of the invoices in a common date beginning or ending date If this behavior is not a good choice for your activity you can add this module to use the real dates After copy pasting the module can be disabled or enabled in subscription contract configuration Use civil billing ta create periods Yes w Modify Once this option is yes periods will be stricly based on dates of products services Example with option yes tasi 15 07 2012 au 31 07 2012 25 Fi En d but de p riode Modifier 01 08 2012 au 31 08 2012 50 d Annuler 01 09 2012 au 30 09 2012 50 L 01 10 2012 au 31 10 2012 50 d 01 11 2012 au 30 11 2012 50 Fi 01 12 2012 au 31 12 2012 50 01 01 2013 au 31 01 2013 50 F 01 02 2013 au 28 02 2013 50 F 01 03 2013 au 31 03 2013 50 d 01 04 2013 au 30 04 2013 50 O 01 05 2013 au 31 05 2013 50 Pi 01 06 2013 au 30 06 2013 50 O 01 07 2013 au 15 07 2013 26 F1 Page 12 sur 15 Example with option No test test2. boutique tuxserv fr The main goal of this module is to create and manage subscriptions in Dolibarr by completing existing contracts This document describes the main features of this module and detail usage allowing better comprehension Additional modules have been developped to meet more specifics needs They also will be presented here Note for updates Updates for this module generally include compatibility with the new version of Dolibarr and any corrections features that seemed relevant to me most of them proposed by module s users This document presents 1 The module Subscription contract part 1 2 Additional modules part 2 a Tacit agreement b Mass invoicing c Non civils periods 3 Contact part 3 Page 3 sur 15 Part 1 Subscription contracts The module Subscription contract allows to manage subscription of products and services in Dolibarr This module create subscription periods according predefined schedules in complementing the basic interface of actual contracts It automatically calculates dates and amounts of these periods A Dolibarr box is located in the home page to alert different deadlines Installation and configuration Installation processing with a copy pasting files There are two possibilities e Copy Pasting files in htdocs directory You have to find contratabonnement in htdocs e Using the custom directory of Dolibarr version 3 3 and higher In this case do not f
3. 02 2014 155 67 Begining of periad Modify Cancel ooooog The checkbox billing you can see here specify if the period is already billing or not This option can be modified manually but it is automatically checked during the creation of the corresponding invoice In the 3 3 version the module also displays prices with discounts if any Page 5 sur 15 Print a subscription The button print periods located at the bottom allows you to export the current Pura de status of the subscription s Printing subscriptions Subscription s contract d test 259 Print Subscriptions to print gi Test publication pub The dates amounts kinds of subscriptions beginning or beginning of the month and statuses invoiced or not are displayed Depending of the module version the export could be in PDF lt 3 1 version or ODT gt 3 2 If the export IS in ODF format you can modify the template here contratabonnement tpl contratabonnement odt For more information http wiki dolibarr org index ohp Create an ODT document template Monitoring a subscription Although the monitoring could be done manually for each contract the module displays periods that have to be invoiced in a box situated in the Dolibarr home m J script st 259 ES Client de test 02 9 2013 O HT 3L om oF o A an contract to invoice te d d test 259 F Client de test 02 24 2013
4. 1 08 2012 50 Annuler NANANA an ANNANN an The subscription and invoice are linked after the creation Page 7 sur 15 Part 2 Additional modules This additional modules can be added to the contract subscription to meet specific needs They are also available in my shop Note They cannot be functional without subscription contract module It is important to mention that all modules are compatible with each other we can use mass invoicing and tacit agreement for instance Tacit agreement This additional module allow to automatically renew subscriptions It is based on 2 principles e Xperiods are created during the creation of the subscription e The number of invoiced periods are automatically renewed during the creation of the invoice To apply the tacit agreement just specify the number of initial periods that module should create in the module configuration Number of period far reconduction 5 Modify and do not specify an ending date for the corresponding product service in contract card For example if you invoice 3 periods of a subscription contract 3 new periods will be automatically created after invoicing At any time you have the possibility the stop the tacit agreement by deselect the corresponding checkbox during the creation of the invoice Note private Subscription s T h contract test 259 Show as billing Renew periods 4 Create draft Page 8 sur 15 Mass invoicing Some Dolibarr
5. 123 33 HT aL mE of 0 d test259 F Client de test 03 01 2013 0 HT 30 0m oF o0 d CT1207 0001 F Client de test 04 01 2013 266 66 HT 1L om 17 oB E Ste TL am AX Too N Se pex as ey ee eee all n NN n F EH This box contains the following information e Contract number e Company e Date of invoice Taking into account the kind of term e Amount e Status Dolibarr core Page 6 sur 15 e Number of lates days mouse over the triangle You can refer to the configuration part to change the deadlines of alerts You will be redirected to the subscription if you click on the contract number It is possible to invoice all or part of the subscription with only one click with the mass invoicing additional module referring part 2 Invoice a subscription The billing of subscription is realized with the button Create subscription bill at the bottom of the page Create subscription bill The application will then ask you to select periods you want to choose to create the draft of the invoice By default the module selects the current period or the next period in the case of accruing subscription You are free to accept or reject this choice The checkbox show as billing considers that periods are billing or not It is similar to manually select the following red case Abonnement Service P riode Somme Factur Facturer H test mm 15 07 2012 au 31 07 2012 25 En d but de p riode Modifier 01 08 2012 au 3
6. 15 07 2012 au 16 08 2012 16 08 2012 au 16 09 2012 16 09 2012 au 16 10 2012 16 10 2012 au 16 11 2012 16 11 2012 au 16 12 2012 16 12 2012 au 16 01 2013 16 01 2013 au 16 02 2013 16 02 2013 au 16 03 2013 16 03 2013 au 16 04 2013 16 04 2013 au 16 05 2013 16 05 2013 au 16 06 2013 16 06 2013 au 15 07 2013 kk Fh Fh Fh Fh Fh Fh Fh Fh Fh 0 En d but de p riode Modifier Annuler Page 13 sur 15 Part 3 Contact Would you need any specific development please do not hesitate to contact me and send me you specifications at maxime tuxserv fr End of the document Page 14 sur 15
7. User manual SUBSCRIPTION CONTRACT DOLIBARR MAXIME MANGIN 07 2012 02 2013 02 2013 01 2014 30 cr ation Maume d Actuazation and translation in english Maxime 12 Update with new functionality of 33 version Maxime 13 Addmasssendingemal Maxime 1 0 11 1 2 1 3 Page 1 sur 15 Summary ME OCU CIO PONE 3 P Toue TIPON CON ACES E E noue D not let nn pts 4 HAS Ea ALON and COM MSU aO asrni ea Ea E E AANE E AE EE ENEA E NAE EA 4 Manace a SUS CUO TETTE 4 BTC SOS CAD O ae ee T E T TE EE T ET T 6 Monitoring a subscription Sn ee I abra ET CURE DER E OEE cat eee 6 Invoice a SUDSCI DU OM s eiesesess rtr vEeo edP ERG E Ta EEN Had teas EIER dE Sad VER S CERRO RUGdU TU ARE diee sU apS 7 Part 2 Additional modules s c oa cosa oi EE eER paz A 2 EURO ER PRU ada VERE RE eRead aquo ERbYRR S doo a aU REPE R Soo S M ERE VERE TAS EXAVAR ERES re TATE ERSS 8 TCM SP CORE CUM 8 MAI 9 M ss invoicing and Sending AR 11 None NEP FO TS NO TETTE E E A T E A E dons AA 12 BT NM ete ates wae tect eee E EE EEE EEEE E ne 14 Page 2 sur 15 Introduction This document is a user manual for the subscription contract module developed for Dolibarr by Maxime MANGIN lt maxime tuxserv fr gt This module is currently available in my store at the following address http
8. e in column Price as This list defines if the price written in product or service must be considerated as the price for one month or one year Dolibarr s users are free to choose they own billing method this list is required to keep a consistent billing Field Repeat will allow you to choose from e All months e All trimesters e All semesters e All years To finish select the date of the invoice beginning or end of the period After clicking on the button add the module automatically create corresponding periods By default the module calculates his periods with civil calendar to allow you to generate all invoices at the same date This behavior can be modified with the additional module non civils periods in part two One period always begins on the first day of the month and ending at the end of the month except for the first and last periods that use real dates the amount is calculated proportionally to the number of days in the period Repetition Invoice Subscription N 1 Currently period oEPVICE Test 24 02 2013 to All trimesters Begining of period Ef i 31 03 2013 Clicking edit will allow you to display the different periods and edit amounts and statuses Subscription N 1 1 dmg f m DEVICE Pernod UIT Billing Invalce Test 24 02 2013 to 31 03 2013 123 33 01 04 2013 to 30 06 2013 300 01 07 2013 to 30 09 2013 300 01 10 2013 to 3112 2013 300 01 01 2014 to 20
9. ge 9 sur 15 Event card Linked files Log cra grouped subscriptions Event on full day Start date TEE 07 03 PM Month view End date 02 24 2013 07 03 PM gt m Week view Status Percentage Complete 10096 Location sido Event reported by Event affected to S HM Event done by _ E Task about company Noe Coma Joe List of created invoices FA1302 0010 FA1302 0011 Modify Delete Note e The periods are selected as invoiced and disappear of the mass invoice list e The tacit agreement is applied if you have this module Page 10 sur 15 Mass invoicing and sending This additional module is based on the mass invoicing module It add an option to send generated invoices by email The send or not can be activated with the following checkbox To be more flexible the module propose a general and a specific template for each third parties if needed The object and the content of the mail are customizable The general template can be edited in the configuration of the module Subscripti val Object General object Modify General Message Message Modify Use COMPANY et PERIOD to add the company name and corresponding period An additional tab is added in the third party card to specify a mail for this company E Third party Card Customer Agenda Margins Subscriptions Note Consumption Linked files Log Third party name Client 1
10. orget to add the 2 parameters in your configuration file Once the files are copied the module can be activated in Dolibarr modules Subscription contract Manage subscriptions 32 TE Em After activation you have to configure the module with the corresponding button here the computer This interface can change according to the different additional module installed In the basic version the module propose to change the deadlines of alerts in the home box If you write 15 for Number of days before that means you want to be alerted 15 days before the deadline of the subscriptions Vice versa for Number of day after Do not forget to activate the box in the home of Dolibarr to be alerted Manage a subscription The creation of a subscription begins in the contract card on which a new tab has been created If it is not already done add a product or a service in the contract section dolibarr basic contract with a beginning and ending date unless you use tacit agreement module see part 2 Then so to subscription tab to find your article in the first drop down list named Products Services found Page 4 sur 15 cur Contract card Contacts Addresses Subscriptions Note Linked files Log Ref jest259 Customer i Client de test Products Services found v Month v All months w Begining of periode w Add Print periods Create subscription bill Select the desired valu
11. users manage a large quantity of invoices In this case the manual creation can quickly become tedious With this in mind this additional module fits on the box available on the home page 3ubscriptian cantract ta INVOICE HON g test25 F Client de test 02 9 2013 OHT 30 oll oF oB amp _ test 259 F Client de test 03 01 2013 OHT 3L o of of _ test 259 Client de test 04 01 2013 0 HT 3L oll oF 08 d CT1207 0001 F Client de test 04 01 2013 266 66 HT 1L 0 17 OF Subscription mass invoicing The interface allow you to select periods you want to invoice in all the companies and all the subscriptions io Subscription mass invoicing Validate drafts Generate invoices _ Mark as payed erm date dCT1302 0001 FE Client 1 25 02 2013 to 28 02 2013 25 02 2013 24 HT JCT1302 0001 Fi Client 1 01 03 2013 to 31 03 2013 01 03 2013 188 HT JCT1302 0001 F Client 1 01 03 2013 to 31 03 2013 01 03 2013 100 HT 318 319 HT Invoice date 02 26 2013 E Now Invoice selected periods The module in 3 2 version allows you to e Select all periods with only one click all none e Specify the date of invoice Current date by default e Automatic validation of invoices Version 3 3 add following features e The display total amount and selected amount e The option Generate invoices e The option Mark as paid Once the invoices are created the list of the created invoices is added to the agenda if activated Pa
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